Surge in Bank Stocks
Puzzles Some Investors

After hating bank stocks for most of last week, the stock market loves them again. Some investors are beginning to question whether that makes sense.

The change in market sentiment is startling. Stocks of major U.S. banks fell 5.7% in the first four days of last week. Then they recovered a total of nearly 2% Friday and Monday, pushing back toward the records they hit at the end of November.